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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,590 | $150,447-1.9% | $136,298+8.3% | $147,5860% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 28.25% | 1049.15%-1020.9pp | 5156.27%-5128.0pp | 578.59%-550.3pp |
| Employer contribution / active EE | $698 | $5,256-86.7% | $4,696-85.1% | $4,876-85.7% |
| Participant deferral / active EE | $3,545 | $6,631-46.5% | $6,247-43.3% | $5,439-34.8% |
| Admin fee / account holder | $1,900 | $10,906-82.6% | $9,244-79.5% | $10,886-82.6% |